SBUX vs. UNH
SBUX (Starbucks Corporation) and UNH (UnitedHealth Group Incorporated) are both stocks. SBUX operates in Restaurants (Consumer Cyclical), while UNH operates in Healthcare Plans (Healthcare). Over the past 10 years, SBUX returned 7.87%/yr vs 13.14%/yr for UNH. At a 0.24 correlation, their price movements are largely independent.
Performance
SBUX vs. UNH - Performance Comparison
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Returns By Period
In the year-to-date period, SBUX achieves a 14.55% return, which is significantly lower than UNH's 21.95% return. Over the past 10 years, SBUX has underperformed UNH with an annualized return of 7.87%, while UNH has yielded a comparatively higher 13.14% annualized return.
SBUX
- 1D
- 1.22%
- 1M
- -9.95%
- YTD
- 14.55%
- 6M
- 13.33%
- 1Y
- 12.43%
- 3Y*
- 1.50%
- 5Y*
- -0.89%
- 10Y*
- 7.87%
UNH
- 1D
- 0.76%
- 1M
- 8.76%
- YTD
- 21.95%
- 6M
- 22.48%
- 1Y
- 38.84%
- 3Y*
- -4.57%
- 5Y*
- 1.42%
- 10Y*
- 13.14%
SBUX vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBUX Starbucks Corporation | 14.55% | -5.26% | -2.48% | -1.19% | -13.18% | 11.15% | 24.19% | 39.09% | 14.74% | 5.36% |
UNH UnitedHealth Group Incorporated | 21.95% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Correlation
The correlation between SBUX and UNH is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 1992 | 0.24 |
The correlation between SBUX and UNH shifts across timeframes, from 0.18 (3 years) to 0.30 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SBUX:
$108.94B
UNH:
$363.52B
SBUX:
$1.31
UNH:
$13.23
SBUX:
72.73
UNH:
30.20
SBUX:
2.83
UNH:
0.81
SBUX:
$38.46B
UNH:
$449.71B
SBUX:
$12.24B
UNH:
$84.55B
SBUX:
$5.14B
UNH:
$22.99B
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Return for Risk
SBUX vs. UNH — Risk / Return Rank
SBUX
UNH
SBUX vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Starbucks Corporation (SBUX) and UnitedHealth Group Incorporated (UNH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SBUX | UNH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.22 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.67 | 1.35 | -0.67 |
| Martin ratioReturn relative to average drawdown | 1.50 | 2.95 | -1.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SBUX | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.97 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.04 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.44 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.64 | -0.13 |
Drawdowns
SBUX vs. UNH - Drawdown Comparison
The maximum SBUX drawdown since its inception was -81.91%, which is greater than UNH's maximum drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for SBUX and UNH.
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Drawdown Indicators
| SBUX | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.91% | -74.37% | -7.54% |
Max Drawdown (1Y)Largest decline over 1 year | -18.53% | -28.96% | +10.43% |
Max Drawdown (3Y)Largest decline over 3 years | -31.97% | -61.39% | +29.42% |
Max Drawdown (5Y)Largest decline over 5 years | -43.68% | -61.39% | +17.71% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | -61.39% | +17.71% |
Current DrawdownCurrent decline from peak | -15.06% | -33.78% | +18.72% |
Average DrawdownAverage peak-to-trough decline | -16.25% | -14.76% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.32% | 13.19% | -4.87% |
Volatility
SBUX vs. UNH - Volatility Comparison
The current volatility for Starbucks Corporation (SBUX) is 5.54%, while UnitedHealth Group Incorporated (UNH) has a volatility of 8.18%. This indicates that SBUX experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBUX | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 8.18% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 21.02% | 30.89% | -9.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.64% | 40.16% | -11.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.61% | 31.86% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.44% | 30.18% | -0.74% |
Dividends
SBUX vs. UNH - Dividend Comparison
SBUX's dividend yield for the trailing twelve months is around 2.59%, more than UNH's 2.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBUX Starbucks Corporation | 2.59% | 2.91% | 2.54% | 2.25% | 2.02% | 1.57% | 1.57% | 1.69% | 2.05% | 1.83% | 1.53% | 1.13% |
UNH UnitedHealth Group Incorporated | 2.21% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Financials
SBUX vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Starbucks Corporation and UnitedHealth Group Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SBUX vs. UNH - Profitability Comparison
SBUX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Starbucks Corporation reported a gross profit of 6.32B and revenue of 9.53B. Therefore, the gross margin over that period was 66.3%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a gross profit of 25.41B and revenue of 111.72B. Therefore, the gross margin over that period was 22.7%.
SBUX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Starbucks Corporation reported an operating income of 828.10M and revenue of 9.53B, resulting in an operating margin of 8.7%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported an operating income of 8.99B and revenue of 111.72B, resulting in an operating margin of 8.1%.
SBUX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Starbucks Corporation reported a net income of 510.90M and revenue of 9.53B, resulting in a net margin of 5.4%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a net income of 6.28B and revenue of 111.72B, resulting in a net margin of 5.6%.
Frequently Asked Questions
SBUX and UNH have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UNH has higher volatility (8.18%) compared to SBUX (5.54%). In terms of maximum drawdown, SBUX dropped -81.91% vs UNH's -74.37%.
UNH currently has the higher Sharpe Ratio (0.97 vs 0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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